Practice management

Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.

Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.

Four erroneous beliefs cause many new planners to fail.

“I do not meet anyone in person and that's intentional,” says one financial advisor.

An incentive program allows employees to receive as much as $7,200 over three years.

Closed-end funds can allow all clients — not just HNW ones — to invest in alternatives

Someone with a long-term investing horizon is generally not helped by bailing out of a well-diversified, multi-asset portfolio. Here are some options for them, and some talking points for you.

The IBD’s corporate RIA didn’t require about 350 banks to provide clients the terms of its arrangement.

Working with caregivers, an advisor learned valuable lessons.

A buy-sell agreement should be a priority for almost any practice, no matter the age of the founder or owner.

Buyers and sellers both can benefit from a formula based on the future performance of the business, rather than a metric of current performance.

Despite raised thresholds, advisors can still find big itemization opportunities if they know where to look.

The firm is relying on firm reputation and word-of-mouth referrals for growth.

The Philadelphia-based firm takes round one in a complaint involving Broker Protocol and debt issues.

The price rise and concurrent yield slide on BB-rated bonds is giving some planners pause.

Certain locations can help clients maintain their lifestyles — or even improve them.

Triad Hybrid Solutions has added 31 advisors and $1.3 billion in AUM since the beginning of last year.

CEO James Poer seeks a different approach from rivals under the IBD’s new ownership.

“If retention is an important factor for an employer, financial wellness is quite worth the investment,” one benefits consultant says.